Under the epidemic, the biomedical industry may usher in breakthrough development

Under the impact of the COVID-19 , Such as tourism 、 catering 、 Offline education and other industries have been greatly affected , Many investors believe , Many industries will face the capital market “ The cold winter ”. However, danger and opportunity coexist , In the field of biomedicine , Ushered in a different scenery . In the near future , A number of venture capital institutions in the field of biomedicine have completed a new round of fund raising . future , The field of biomedicine may usher in breakthrough development .

Biomedicine will become a key investment field

In recent years , With the influx of domestic and foreign capital , Many favorable policies and a large number of overseas high-end talents have accelerated their influx to China , The biomedical industry has become one of the hottest fields .

The capital market thinks , The medical industry will be another Long-band economic cycle after the Internet industry , It can carry great business value . First , In the past two years, the basic technology and industrial supporting facilities supporting the rise of the medical industry have been preliminarily mature , The medical industry is about to usher in the eve of the outbreak ; secondly , Under the premise of world economic fluctuations and periodic adjustments , The medical industry has strong anti cyclical , It can resist risks well . Last , China's technological breakthroughs in the field of biomedicine are endless , In some fields, its strength is no less than that of developed countries , Many excellent enterprises have emerged .

Many subdivisions show rapid development

Under the novel coronavirus pneumonia epidemic , Public medical services 、 Biomedical innovation is further valued at the national level , Production of medical masks 、 Protective clothing 、 Enterprises of antiviral drugs and other materials have joined the anti epidemic army , In the short term, the sales volume of products will increase significantly , Rapid development . Besides , This epidemic has also prompted the subdivision of the biomedical industry , For example, internet medical platform 、 Pharmaceutical e-commerce has achieved breakthrough development in the short term .

· The online healthcare industry

According to the prediction of China industry information network , China's online medical service market will reach RMB in a few years 900 One hundred million yuan , Close to 6,000 Million registered users , The ten-year compound growth rate reached 38%. During the outbreak , Most people are isolated at home , They pay more and more attention to their own health , Coupled with the development of mobile Internet technology , Online consultation , Video interrogation is becoming more and more mature , Many Internet consultation platforms have experienced unprecedented growth . The number of new user registrations of Ping'an good doctor alone reached the same period last year 10 times , The cumulative number of visits exceeds 11.1 100 million times . Predictably, , China's online medical service market will usher in considerable development potential . however , Can we really catch what users just need 、 Realize traffic retention 、 Form user habits 、 There are still some pain points in the internet medical industry , There is still a long way to go .

· Medical Protection 、 Medical equipment industry

In the early stage of the epidemic , Affected by capacity , Especially medical masks 、 Medical protective clothing 、 There is a big gap in protective articles such as medical caps . However, with the resumption of work and production all over the country , Increasing production capacity , And many non-medical device manufacturers such as Foxconn 、 BYD 、 SAIC GM Wuling and other manufacturing and modeling enterprises have developed production lines to produce masks . On the one hand, these manufacturing giants need to provide enough masks for their employees to return to work , On the other hand, it will also supply the demand for masks in the city .

According to the latest introduction of the Department of consumer goods industry of the Ministry of industry and information technology , From the perspective of supply and demand , Medical protective clothing 、 Medical protective mask 、 Medical isolation eye mask / face shield 、 thermodetector 、 The capacity of ventilator can basically meet the domestic demand , Enterprises are also trying their best to organize and expand exports . By 4 month 5 Japan , The daily output of disposable medical protective clothing can reach 150 More than ten thousand , medical N95 The daily production capacity of masks exceeds 340 Ten thousand only , Daily production capacity of full-automatic infrared thermometer 1 Ten thousand units , Daily production capacity of hand-held infrared thermometer 40 Ten thousand units . At present , The overseas epidemic has accelerated , China has become a major supplier of global anti epidemic materials “ Consignee ”. Predictably, , Medical Protection 、 Medical equipment and other industries will usher in a period “ Bonus period ”.

· New drug research and development industry

With the development of the epidemic , The research team deepened the research on viruses 、 Continuous trials of clinical drugs , At present, the most concerned is the redciway developed by Gilead , Originally developed for the prevention and treatment of Ebola virus . by comparison , Clinical applications for innovative drugs in China are concentrated in the field of anti-tumor , Insufficient investment in drug research and development of new viruses , After this epidemic , As the government pays more attention to and supports the research and development of new drugs , It is believed that excellent new drug R & D enterprises will also stand out , There will also be more favorable policies in the field of new drug research and development .

In this outbreak , China has adopted a unique combination of traditional Chinese and Western Medicine , Several heat clearing and detoxifying drugs in the field of traditional Chinese medicine treatment, such as Huoxiang Zhengqi Capsule 、 Lianhua Qingwen capsule 、 Jinhua Qinggan capsule has also been included in the recommended drugs for diagnosis and treatment , People in the industry think , The traditional Chinese medicine industry will also seize the opportunity , Usher in a new development opportunity .